Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo Posse is an investment advisor representative at Asset Allocation Strategies, LLC. Rodrigo has been in the financial industry for over 30 years, and has extensive experience in providing financial planning, portfolio management, and insurance services to individual and institutional clients. Rodrigo holds a Series 65 license, a Series 24 license, and has passed the SIE, Series 7 and Series 22 exams. Rodrigo has held previous positions at ONEAMERICA SECURITIES, INC., NYLIFE SECURITIES LLC, MONY SECURITIES CORPORATION, JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Rodrigo's areas of specialization include: insurance, annuities, financial planning, and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
02/09/2024 - Present
Asset Allocation Strategies, LLC (Plantation FL)
FL
01/28/2009 - 01/31/2015
ONEAMERICA SECURITIES, INC. (MIRAMAR FL)
FL
04/04/2006 - 01/16/2009
NYLIFE SECURITIES LLC (WESTON FL)
NY
06/22/1994 - 03/04/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
09/01/1983 - 05/26/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/01/1983 - 05/26/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/31/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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